Tag Archives: GICS sectors
Making Innovation Accessible
Explore strategies and practices for identifying, selecting, and delivering innovation and disruptive technologies with Main Management’s Kim D. Arthur, IDX’s Ben McMillan, Kensington Asset Management’s Bruce P. DeLaurentis, and 3D/L Capital Management’s Benjamin M. Lavine. Watch the full event https://on.spdji.com/harnessing-disruptive-innovation-with-indices-event-2021
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Artificial Intelligence, benchmarking, Cryptocurrency, disruptive technology, ETFs, Financial Advisors, global equities, harnessing innovation, indexing, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
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- Equities
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- Artificial Intelligence, benchmarking, Cryptocurrency, disruptive technology, ETFs, Financial Advisors, global equities, harnessing innovation, indexing, risk management, S&P Dow Jones Indices, S&P Kensho Moonshots, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
Spotting Disruptive Technology in Sectors and Industries
John van Moyland, Global Head of S&P Kensho Indices at S&P DJI, joins Matthew Bartolini of State Street Global Advisors to examine how a new generation of indices, powered by AI and designed to track exponential innovation systematically, is helping advisors access the companies driving the Fourth Industrial Revolution.
- Categories Equities
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Other Tags
Artificial Intelligence, disruptive technology, ETFs, Financial Advisors, global equities, harnessing innovation, indexing, institutional investor, risk management, S&P Dow Jones Indices, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
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- Equities
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- Artificial Intelligence, disruptive technology, ETFs, Financial Advisors, global equities, harnessing innovation, indexing, institutional investor, risk management, S&P Dow Jones Indices, S&P Kensho New Economies, S&P Kensho New Economy Indices, sector strategies, sectors and industries, transformative technology
Concentrating on Technology
After the dominant performance of large-cap technology stocks in 2020, concentration concerns naturally come to mind. The HHI, or Herfindahl-Hirschman Index, is a widely-used concentration measure; it’s defined as the sum of the squared index constituents’ percentage weights (usually taken as whole numbers). For example, the HHI for an equally-weighted 50 stock portfolio is 200…
Tesla Added to the S&P 500
Yesterday, S&P Dow Jones Indices announced that Tesla will be added to the S&P 500® prior to the open on Monday, Dec. 21, 2020. The Index Committee has not yet determined which current constituent Tesla will replace, nor how Tesla will be added to the index—because of its size, S&P DJI is seeking feedback through…
- Categories ESG, S&P 500 & DJIA
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S&P 500 and the U.S. Presidential Election
2020 has certainly been an extremely unusual year as economies, companies and individuals have grappled with the impacts of COVID-19. Although this year’s market movements have arguably been even more difficult to predict than usual, and many active managers were wrong-footed earlier this year, investment outlooks have kept at least one eye on the outcome…
- Categories Equities, S&P 500 & DJIA
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Demystifying the June 2020 Annual Dividend Rebalance
During the months of March to May this year, dividend concerns came to the fore as many companies, globally, announced cuts, cancellations, and postponements to their respective dividend programs. We examined the impact of these public announcements on the S&P DJI Dividend Indices, and our assessment then revealed that the extent to which indices were…
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Indices Made Remarkable Recovery in Q2
After a volatile start to 2020, many investors were looking at double digit declines and were probably re-evaluating their 2020 expected returns. But while COVID-19 continued to determine market sentiment, Q2 hosted a remarkable recovery. The S&P 500 (+20.54%) and the S&P MidCap 400 (+24.07%) posted their highest quarterly total returns since 1998, while the…
- Categories Equities, S&P 500 & DJIA
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Why The S&P 500® Matters in India
We recently held a webinar examining the relevance of the S&P 500 to India-based investors, the potential diversification benefits of incorporating U.S equity exposure to an existing allocation, as well as showing how difficult active managers have found it to beat the index, historically. You can watch a replay of the webinar here; here are…
- Categories Equities, India, S&P 500 & DJIA
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Higher Turnover Ahead For S&P 500? Not Necessarily!
The emergence of COVID-19 caused sizeable recalibrations in financial markets as investors grappled with the anticipated impacts on people’s lives and on economic activity. Given many companies saw significant drops in market capitalizations amid the recent market sell-off, and in light of expectations for companies’ earnings to suffer from reduced economic activity, some may be…
- Categories Equities, S&P 500 & DJIA
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The S&P Composite 1500®: An Efficient Measure of the U.S. Market
The S&P 1500 serves as both a benchmark indicator for U.S. equity market performance and as a basis for passively replicating investment products that aim to deliver a “market” return. Our new paper examines the index from both these perspectives, and compares the S&P 1500 with other U.S. equity market indices. Here are a few…
- Categories Equities, S&P 500 & DJIA
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